Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,198 | $41,377-77.8% | $109,313-91.6% | $62,881-85.4% |
| Participation rate | 46.4% | 57.5%-11.2pp | 71.3%-24.9pp | 69.3%-22.9pp |
| Annual return | 8.34% | 11.05%-2.7pp | 22.07%-13.7pp | 20.14%-11.8pp |
| Employer contribution / active EE | $1 | $1,276-99.9% | $3,892-100.0% | $2,281-99.9% |
| Participant deferral / active EE | $1,282 | $2,045-37.3% | $3,166-59.5% | $3,203-60.0% |
| Admin fee / account holder | $289 | $2,884-90.0% | $5,666-94.9% | $4,296-93.3% |